See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,594 | $116,175-85.7% | $93,606-82.3% | $152,861-89.1% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 24.67% | 35.96%-11.3pp | 32.76%-8.1pp | 345.32%-320.7pp |
| Employer contribution / active EE | $562 | $3,218-82.5% | $2,718-79.3% | $4,762-88.2% |
| Participant deferral / active EE | $1,123 | $4,603-75.6% | $4,069-72.4% | $5,850-80.8% |
| Admin fee / account holder | $20 | $10,748-99.8% | $7,888-99.7% | $11,596-99.8% |